12 Comments
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V Regan's avatar

I’d sure like to see the Semis break out of the channel they’ve been in for months.

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Martin Schwoerer's avatar

it's getting there. Sure, SMH needs to go above 270 or so to really surpass it's trading range of 2025. But it's getting there. Looking at the VWAP level anchored at the July 2024 high, SMH is again well above it. And my Bollinger Bands say SMH is out of the danger area. We'll see.

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V Regan's avatar

Agreed about J.

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V Regan's avatar

Thanks for your excellent article. I’m now fully back in the market. Good luck to us all!!!

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Martin Schwoerer's avatar

I also hope this turns out well. I really appreciate your continued support, pal. Sad that J. isn't here with us on our investing journey, but I guess it will have to suffice that I learned much of what I know from him.

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Steve Henry's avatar

Thank you for sharing your continued investing journey.

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Jaewon Jung's avatar

This quick recovery isn't what I expected, either... 🤷🏻‍♂️ Again what do I know? 😅

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Martin Schwoerer's avatar

I suspect many of your strategies performed rather well YTD, JJ.

Mine are often reliant on momentum, which was a fool's game this year.

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Jaewon Jung's avatar

Not really 😅 It weathered the down movement pretty well, but then missed out on the bulk of the up move unfortunately: https://www.1nve.st/p/portfolio-update-05152025-the-bane

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will's avatar

Thank you for the enjoyable read. You take all the misery out of economics.

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Martin Schwoerer's avatar

now, that's one of the nicest compliments I've ever gotten, Will.

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Freebird Kim's avatar

Thank you. :)

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